See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,598 | $70,756+13.9% | $65,493+23.1% | $142,382-43.4% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 22.71% | 1754.89%-1732.2pp | 982.45%-959.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $8,709 | $2,881+202.3% | $2,574+238.3% | $4,299+102.6% |
| Participant deferral / active EE | $19,055 | $4,637+310.9% | $3,961+381.1% | $6,507+192.8% |
| Admin fee / account holder | $91 | $6,559-98.6% | $5,028-98.2% | $12,624-99.3% |